SOLUTION PROVIDER OF THE WEEK
Overview

Objectway's solutions and services enable opti-channel customer engagement, front-office productivity, stronger investment performance, suitable advice and compliance enforcement, efficient back-office operations and automation, pro-active client reporting and management analytics.

Their front-to-back, multi-channel, scalable, cloud-ready platform leverages a component-based architecture with AI-driven algorithmic engines for risk & performance analytics, real-time investment compliance, portfolios optimisation and mass customisation, with open APIs for easy integration.

Objectway is a Global Top 100 fintech provider (IDC ranking) and their clients include 200+ leading wealth managers, banks, asset managers, fund managers, insurers and outsourcing providers in more than 15 countries. Objectway supports approximately 100,000 investment professionals to manage more than GB£1 trillion in assets.
Solution provider FACTFILE
Established
1990

Global Headquarters
Milan, Italy

Website

Company Size
501-1,000 employees

Target Clients
Digital Wealth Managers, Asset Managers, Bank Wealth Managers, Financial Advisors, Brokers/Broker-Dealers, Family Offices

Relevant Regions
Western Europe, Eastern Europe, Middle East, North America, Central America, South America, Africa, Asia, Oceania
TWM Marketplace

TWM Business Need categories
  • Digital Platforms & Tools
  • Investment Platforms & Tools
  • Client Onboarding & Identity Verification
  • Client Engagement & Management
  • Client Communications & Reporting
  • Digital (Robo) Investing
  • Portfolio & Wealth Management Systems
  • Portfolio Build, Analysis & Reporting
  • Trading & Back Office
  • Risk Analysis & Management
  • Compliance & Regulation
  • Data Management & Analysis
  • Document Management & Storage
  • Business Process Management & Outsourcing
  • Proposition Design, Development & Delivery
  • Market & Business Infrastructure
  • Software Development & Management
  • Technology Implementation & Management

Digital Client Relationship

As part of Objectway WealthTech Suite, Conectus is the omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and advisor. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction, Conectus gives advisors and clients a complete digital customer experience. It includes user-friendly portfolio analytics, available also on mobile app and wearables, an advisor dashboard with 360° client view, real-time alerts and notifications, synchronous and asynchronous document & information sharing, video-chat, screen sharing and instant messaging in a secure environment.

Digital Investment Solutions

As part of Objectway WealthTech suite, Eximius is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution. The solution is designed to manage the entire client life cycle, from prospecting through onboarding, to ongoing service delivery like suitability reviews and other periodic and ad-hoc events, including also advisor desk to improve advisory productivity with a 360 client view.
Highlight - latest CONTENT
Blog: Banking & Wealth Management: How to Win the Best of Both Worlds. CLICK HERE

News & PR: Objectway Acquires Leading German Core Banking Software Specialist Die Software Peter Fitzon. CLICK HERE

Blog: What does the Digital Agenda look like for the Next Normal? CLICK HERE
Highlight - recent CASE STUDY
Leverage a fully integrated client lifecycle management solution:
  • Increase front-office productivity
  • Improve your wealth retention strategy
  • Focus on high value tasks
  • Enable a significant growth

Click here or on the image to read how Objectway’s solutions were able to assist their client.


RECENT TWM REPORTS/NEWSLETTERS

The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. 

For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.

For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.

You can contact us at The Wealth Mosaic on office@thewealthmosaic.com